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FINANCIAL GOAL News & Analysis

Estimate the savings you need to retire
Retirement
Estimate the savings you need to retire
Use the Morningstar retirement model to come up with a retirement plan that estimates the amount you need to retire and the variables that will...
Mark LaMonica, CFA | 24 March 2025
3 factors that enable financial advisers to improve returns by 3%
Personal Finance
3 factors that enable financial advisers to improve returns by 3%
An understanding of how advisers add value allows self-directed investors to set themselves up for success.
Shani Jayamanne | 18 February 2025
How to build wealth and financial security as a renter
Personal Finance
How to build wealth and financial security as a renter
Many Australians believe that building wealth requires home ownership but there is a pathway for renters.
Mark LaMonica, CFA | 17 February 2025
A checklist for financial fitness
Personal Finance
A checklist for financial fitness
We are constantly comparing ourselves to others but savvy investors focus on progress against goals. 
Shani Jayamanne | 05 January 2025
Choosing a financial adviser
Personal Finance
Choosing a financial adviser
4 tips for helping with your search for a financial adviser. 
Shani Jayamanne | 18 December 2024
An investing guide for every life stage
Personal Finance
An investing guide for every life stage
A decade-by-decade guide to achieving financial freedom.
Mark LaMonica, CFA | 25 November 2024
Travel more with a better alternative than saving for holidays
Personal Finance
Travel more with a better alternative than saving for holidays
Passive income can be harnessed to reward your future self
Shani Jayamanne | 24 July 2024
How to incorporate an expected inheritance into your financial plan
Personal Finance
How to incorporate an expected inheritance into your financial plan
The intergenerational wealth transfer is a hot topic. How should you incorporate any inheritances into your financial plan?
Mark LaMonica, CFA | 13 May 2024
Does your financial plan fit your core values?
Personal Finance
Does your financial plan fit your core values?
It should, and here's how to find them
Samantha Lamas | 02 April 2024
Why I decided to purchase a home
Personal Finance
Why I decided to purchase a home
I’ve said in the past that I wouldn’t purchase a house. What changed?
Mark LaMonica, CFA | 01 April 2024